How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Jade Smith
Registered Representative
316-267-6262
Born and raised in Kansas, Jade enjoys helping people plan for the future and meet their goals. He is a graduate of Wichita State University and works closely with clients all over the state of Kansas. Jade joined Financial Planning...
Karla Brockus
Adm. Asst.
316-267-6262
Started as an Administrative Assistant with Financial Planning Concepts, Inc. in 2005.Client ServicesShe is a Notary public. In her spare time, she enjoys spinning time with her husband Bryan, her son Tony and her dog Bella and...
Leanna Frazier
Administrative Assistant
316-267-6262
Leanna Frazier has over 45 years of Life Insurance business. She knows the ends and outs of the business. In her spare time, she enjoys watching the Wichita State Baseball and Basketball teams, her cats and traveling with her friends
